@jokell I'm very new to workflows, and trying to solve a problem using a saved search. I see that you just did something similar with having a workflow run based off results from a saved search. If you have any tips, I'd truly appreciate it.
Here's the situation: I created a saved search called "Rolling Quarter A/P Vendor Bill Payments". It includes the vendor internal ID, vendor Name, and amount of the bill payment. When our AP person enters a new Bill Payment, I want the workflow to check the vendor ID and amount against the Saved Search. If it finds a match, it should show a message that "this may be a duplicate bill payment".
I'd prefer to have it check After Field Edit, but I can only get it to work with Before User Submit. The problem with After Field Edit, is that when I add a new bill payment and select the vendor, it automatically enters 0.00 in the amount field. I think it views the autofill as a field edit, so it’s running the workflow right away, and I want it to check the Amount field after I tab down and fill out that field.
Currently, using the Before User Submit, the problem is that showing the message at that point doesn't stop them from entering the bill payment. If I instead use an error message (rather than Show Message), then I think they'll be stuck even if it's a valid payment.
Any suggestions on how to use After Field Edit? Or do you have any good links pointing to better documentation on how Workflows reference the data in the Saved Search? I’m not using a conditional statement, although it seems like one might be needed. The documentation seems to suggest that just selecting the saved search in the Saved Search Condition field is enough, but I'm not sure.
Sorry for the wall of text!